芯动联科(688582) - 2024年8月21日投资者关系活动记录表

Group 1: Company Overview - Anhui Xindong Lian Ke Micro System Co., Ltd. was established in 2012 and successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on June 30, 2023, with stock code 688582 [2]. - The company specializes in the research, testing, and sales of high-performance MEMS inertial sensors, having developed a complete product system with independent intellectual property rights [3]. Group 2: Product Development and Applications - The MEMS sensor chips have achieved navigation-level accuracy, placing the company on par with international mainstream manufacturers, filling a domestic gap in high-performance silicon-based MEMS inertial sensors [3]. - Current products include high-performance MEMS inertial sensors, such as gyroscopes and accelerometers, which are core components for various applications including navigation, attitude perception, and state monitoring across multiple industries [3]. Group 3: Market Engagement and Contracts - The company has recently received a notification of designation from a well-known domestic automotive enterprise, which will enhance its influence in the automotive market [4]. - A significant contract worth approximately RMB 122.2 million has been disclosed, involving the supply of gyroscopes and accelerometers, expected to positively impact the company's operational performance [5]. Group 4: Future Market Expansion - The penetration rate of high-performance MEMS inertial sensors in high-reliability industrial sectors is still increasing, indicating substantial growth potential compared to international standards [5]. - The company is actively pursuing opportunities in the commercial aerospace sector, driven by the rising demand for micro-nano satellites, and has been preparing for this market for several years [5]. - The company is also focusing on the autonomous driving sector, having established a designated supply relationship, which is anticipated to support ongoing product expansion [5]. Group 5: Product Validation and Customer Engagement - The industry characteristic of long product validation cycles means that once validation is completed, there may be a continuous increase in orders, with many clients currently in various stages of validation and module development [6].